KWB Wealth’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

KWB Wealth’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	+78,477	New	+$2.33M	0.2%	62

Other funds holding ALLW

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return